Nike is among three companies well positioned to thrive in emerging market countries, says a Credit Suisse analysis issued this week.

The Credit Suisse Emerging Market Consumer Survey Report 2011 aims "to establish a unique profile of the spending patterns and preferences of a consumer who is at the heart of a structural shift in global demand." Emerging markets would include these regions: China, India, Indonesia, Brazil, Egypt, Russia, and Saudi Arabia.

The first page of the 41-page report notes that "Credit Suisse does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report."

That said, the report glows about Nike, the Oregon sports apparel and equipment giant: "Following the Beijing Olympics, Nike has proven its ability to leverage big sporting events to get in the #1 position in new markets, a competency that will be highly relevant given the upcoming World Cup (2014) and Olympics (2016) in Brazil."

Of the emerging markets in general, the report says: "We believe that incomes in the emerging market countries are hitting an inflection point where spending on 'what you wear, how you look, and how others view you' is becoming very important, similar to what happened in Japan in the 1980s where we saw a 10-15 year boom in luxury and affordable luxury. We believe the shift of American brands into international markets is truly tectonic in nature and will captivate investor focus over the next decade at least...perhaps as much as the nationalization of the US retail landscape retail and accompanying rise of 'category-killer' retailers drove stock outperformance through the 1990s and 2000s."

The other two companies the report mentions as "attractively positioned" to take advantage of these emerging markets are Warnaco Group Inc., a New York-based global apparel company whose brands include Calvin Klein; and Tiffany & Co., a jeweler and specialty retailer based in New York.